At The Money: How to Use Narrative Information

The podcast features Hannah Fry introducing a mission to build the internet that AI needs, followed by advertisements for Uber and Bloomberg News Now, which offers short, on-demand news reports. The main segment is an interview with Ben Hunt of Perseant by Barry Ritholtz on Bloomberg's "At The Money," discussing how narratives drive market valuations. Hunt defines narratives as answers to the question "why" and explains how to identify influential narratives by measuring their density and spread, similar to tracking a virus. He distinguishes between descriptive narratives, which explain past events, and prescriptive narratives, which aim to influence future actions, advocating for fading the former and pressing the latter. The conversation also touches on using AI and big data to quantify and analyze narratives, making investment insights more accessible. The podcast concludes with a promotion for the Bloomberg Intelligence Podcast, hosted by Scarlet Fu and Paul Sweeney, offering in-depth analysis of companies and markets.